You can not prove value for the business without an effective report in Salesforce. You should be able to generate reports as quickly as possible with a simple, easy-to-use drag-and-drop interface. Because it’s clear that reports in Salesforce can be essential in a business, it’s extremely important for administrators to identify all available options whenever you open up reporting requirements.
Here are some of the reporting features that Salesforce partners can offer organizations, in addition to the simple drag-and-drop interface.
Custom report types
Standard report types are offered by default to Salesforce. Most standard objects, such as contacts and accounts, product opportunities, etc. They consist of standard report types. Salesforce automatically creates standard report types for most custom objects and the relationship being built. Depending on whether you are using a search relationship or a master-detail, the type of Salesforce report you are creating will depend on. However, the relevance of custom report types increases when companies want to report more than two objects at a time. Custom report types are also needed when organizations want to not only have “with” relationships but also “and” relationships.
Generating a custom report type is based on the selected relationships and the objects that can be included. The wizard provides access to secondary objects and grandchild objects according to the main object chosen. Details about whether selected objects have associated records for the presentation will also be included in the report. This can be very useful when companies want to view a report as Accounts with and without Opportunities.
Exception reports
Exception reports help you identify areas where data does not exist and are created using cross-filters. The drop-down list for normal filters is usually cross-filtered and can be generated using any type of report to which a secondary object is associated. Cross filters would be used to filter secondary objects related to the main object. This is how the exception reports work. Fields specific to the second object can be further filtered using subreports.
Custom summary formulas
When it comes to computing complex data from summary levels, custom summary reports are used for reporting. It is included in a report just like any other field. The formula would be created once the custom summary forms are included in the report. Enhanced access is available for most functions whenever a normal formula field is created with some additions to handle particular situations in a report. With this formula, companies can calculate the number of accounts that contribute to the total income of new customers. In addition, averages, moving averages, and totals for various groups can be calculated using custom summary formulas.
Analytical Snapshots
Analytics snapshots allow users to create historical reports by capturing data at scheduled times. These historical reports are useful for estimating long-term data trends, which is not possible with standard features. Although normal reports in Salesforce display similar data to real-time reports, analytic snapshots can be useful for displaying open cases on the same day and the trend created by them. Analytics snapshots are designed to take full advantage of the Salesforce platform. Salesforce partner companies use this feature for Salesforce reporting purposes.
It can be created by following three of the steps mentioned below.
The source report must be created first. The source report will include data that should be historically in trend. For example, for open historical cases, you need to create an origin report showing all open cases today.
Second, you need to create a custom object that can store the data in the source report. This means loading complete data into a new record within the object that would allow information about the object as well as the data.
Finally, you can create the snapshot. The snapshot must include the name of the snapshot, the selection of the
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